Find your financial freedom point and secure the future you want.
Prospect Wealth can help you get the best outcome - for you and your investments.
Find your financial freedom point and secure the future you want.
Prospect Wealth can help you get the best outcome - for you and your investments.
EVERYONE’S IDEA OF FINANCIAL FREEDOM IS DIFFERENT.
Prospect Wealth helps you achieve your vision for the future by establishing your unique 'freedom point'.
This 'freedom point' is where you find your financial peace - whether it’s identifying what you need to retire on and how to get there OR, once you are retired, achieving an optimum income from the funds you have.
Finding the ‘freedom point’ gives you financial peace knowing that you have done the best with what you have, both time and money.
Managing your investments with confidence.
Our processes are designed with you in mind to give you total confidence that your investments are in great hands.
Managing your investments with confidence.
Our processes are designed with you in mind to give you total confidence that your investments are in great hands.
WE HELP YOU REACH your 'freedom point' THROUGH THE FOLLOWING PRINCIPLES:
Understanding you
Understanding your unique goals and situation is at the core of everything we do. We listen carefully to truly determine what drives you and what you want to achieve in the future to tailor a solution and investment plan that fits your needs.
Wide industry knowledge
Investment markets can be complicated. We work alongside investment and service providers to understand their individual strengths and weaknesses, enabling us to assemble an investment service and a portfolio that best suits you.
Understanding market fluctuation
We’re there for you when the investment markets get unsettled. Sometimes it’s best to sit tight when the markets waver; other times, changes to your portfolio may be required. In these times we listen and assess your concerns, examine implications to your portfolio and together, devise the best course of action.
On the flip side, when all is rosy and everything we've done has turned to gold, we will remind you about the pitfalls of being too greedy.
Collaboration
The best results are achieved through teamwork. We work collaboratively with you, our investment and service providers, and the regulators, to achieve the best outcome for you and your portfolio.
Working with you to get the best outcome
We're committed to building a close relationship with you. Think personal, but with personality.
Working with you to get the best outcome
We're committed to building a close relationship with you. Think personal, but with personality.
Prospect Wealth’s sole focus is the best financial outcome for its clients.
We get to know you on a personal level to pinpoint what drives you and and what goals you have for the future. Together, we work closely to identify your investment needs. We will analyse your assets and sources of income, review any shortfalls and identify the optimum way to reach your goals, given your specific financial situation and risk tolerance.
Greg McGlynn
BMS, Financial Adviser
Adviser
Greg McGlynn brings a significant amount of experience, technical skill and knowledge to the business with over 30 years experience in the banking and investment industry. After working with investment providers for the majority of his career, he now devotes his energy to helping individual clients reach their 'freedom point'.
Greg has been awarded the designation of Trusted Adviser by Financial Advice New Zealand in recognition of his high level of qualification, experience and ethics.
Newsletters
Here you will find copies of past newsletters
Newsletters
Here you will find copies of past newsletters
Interest Rates are the Key - a Mid-Year Report Card - July 2024
Some Questions for Investors in 2024 - Jan 2024
… an Investor Opportunity May Emerge - October 2023
The Half Time Score - July 2023
We’re Not Quite There Yet - April 2023
No Gain Without Some Pain - Sept 2022.
Markets Do Recover - June 2022
Investment Market Update - May 2022
The Impact of the Ukrainian War - March 2022
10 investment themes for the next 10 years - August 2020
Two things you should know about your KiwiSaver - 3 June 2020
Booster Market and Portfolio Update - 2 May 2020
Booster Market and Portfolio Update - 7 April 2020
Your Investments - What to from here - 3 April 2020
Volatility and the Coronavirus – stick to your investment plans - 13 March 2020
Investment Implications of the Coronavirus - 3 March 2020
Investment Implications of the Coronavirus - 4 February 2020
Disclaimer
We advise you that:
Disclaimer
We advise you that:
General information only: The information on this website is general in nature and is not intended to be personalised financial advice. You should consult a professional financial adviser before making any financial decisions or taking any action based on the information on this website.
No liability: Prospect Wealth does not accept any liability for any loss or damage arising from the use of this website. This does not prejudice your statutory rights.
Accuracy of information: While Prospect Wealth has taken all reasonable care to ensure the information on this website is accurate, errors and omissions may occur. We do not accept any responsibility for any inaccuracy, error or omission in the website’s content, or for any loss caused to anyone from relying on that information. We may change, delete, add to or otherwise amend the information published on this website without notice.
Historical information: Any reference on this website to historical information and performance of a product or service may not necessarily be a good guide to future performance. You are solely responsible for any loss caused from relying on such information.
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